Optimization
Modernizing our equipment and software
Our team deployed a new network infrastructure, including more advanced equipment and upgraded development software.
These enhancements strengthen security while increasing productivity for you and our programming team. The CRM is now more responsive, faster and more efficient.
These enhancements strengthen security while increasing productivity for you and our programming team. The CRM is now more responsive, faster and more efficient.
Productivity
Quickly create multiple contacts associated with an account
When you create a contact from an account card, you can now quickly create a series of contacts associated with that account using the new "Save & add another" button.
Improvement
New look for the filter window
The filter option has been moved to the top of the window, and a new "Advanced features" section has been added. It now includes more advanced logic.
By default, when you add criteria, they must all be met. You can use advanced logic to create your own logic using "AND," "OR," and parentheses.
For example, if you customize the logic as follows: ( 1 OR 2 ) AND 3, this means that you'd like criterion 1 or 2 to be respected while also respecting criterion 3.
By default, when you add criteria, they must all be met. You can use advanced logic to create your own logic using "AND," "OR," and parentheses.
For example, if you customize the logic as follows: ( 1 OR 2 ) AND 3, this means that you'd like criterion 1 or 2 to be respected while also respecting criterion 3.
Improvement
New choices for automated actions
When you create an automation, you can now send an email or assign a task to a manager.
Other updates
Continuous improvement
This month, 24 other minor improvements and 51 patches have been made to various parts of the system, to improve the interface and resolve and/or preventing various problems.
The continuous improvement of CentrixOne CRM is the result of an incredible collaboration between our customers and our team, where proactivity, communication and innovation are the keys to our success.
The continuous improvement of CentrixOne CRM is the result of an incredible collaboration between our customers and our team, where proactivity, communication and innovation are the keys to our success.
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Training
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